See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,952 | $50,958+139.3% | $74,550+63.6% | $64,186+90.0% |
| Participation rate | 96.6% | 61.1%+35.5pp | 69.1%+27.4pp | 69.6%+27.0pp |
| Annual return | -3.49% | -1.86%-1.6pp | 32.53%-36.0pp | 7.63%-11.1pp |
| Employer contribution / active EE | $2,669 | $1,115+139.3% | $1,961+36.1% | $2,381+12.1% |
| Participant deferral / active EE | $3,665 | $2,301+59.3% | $3,108+17.9% | $3,470+5.6% |
| Admin fee / account holder | $1,483 | $4,223-64.9% | $5,060-70.7% | $4,888-69.7% |